TWM
RIOT icon

Tradition Wealth Management’s Riot Platforms RIOT Stock Holding History

Tradition Wealth Management’s Portfolio RIOT Stock Details RIOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,205
Closed -$19K – 1007
2023
Q4 		$19K Buy
1,205
+522
+76% +$6.3K ﹤0.01% 857
2023
Q3 		$6K Hold
683
– – ﹤0.01% 1138
2023
Q2 		$8K Hold
683
– – ﹤0.01% 1096
2023
Q1 		$7K Buy
+683
New +$4.44K ﹤0.01% 1087
2022
Q4 		– Sell
-483
Closed -$3K – 1201
2022
Q3 		$3K Buy
+483
New +$3.4K ﹤0.01% 1159
2022
Q2 		– Sell
-213
Closed -$5K – 1136
2022
Q1 		$5K Sell
213
-45
-17% -$812 ﹤0.01% 1044
2021
Q4 		$6K Buy
+258
New +$7.68K ﹤0.01% 1026

Other funds holding RIOT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tradition Wealth Management's RIOT Position: Q1 2024 in Review

Tradition Wealth Management sold out of Riot Platforms (RIOT) in Q1 2024, closing a stake of 1,205 shares — an estimated $19K sold.

Tradition Wealth Management first reported a position in RIOT in Q4 2021 and held it in 7 quarters. The position peaked at $19K in Q4 2023. 290 funds tracked by Wall St. Rank hold RIOT as of Q1 2024.

  • Tradition Wealth Management reported no remaining Riot Platforms position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,205 Riot Platforms shares in Q1 2024, an estimated $19K.
  • Tradition Wealth Management first reported a position in Riot Platforms in Q4 2021 and held it in 7 quarters.
  • Tradition Wealth Management's Riot Platforms position peaked at $19K in Q4 2023.
  • 290 funds tracked by Wall St. Rank held Riot Platforms as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.